Charles Schwab Corporation SCHW Business Segments
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net interest revenue by Business | ||||||
| Advisor Services | $2.59B+35.9% | $2.42B+32.6% | $2.25B+30.6% | $2.06B+14.6% | $1.91B-2.9% | |
| Investor Services | $9.6B+24.5% | $9.33B+27.5% | $8.86B+26.2% | $8.22B+18.1% | $7.71B+11.3% | |
| Revenue by Business | ||||||
| Advisor Services | $5.17B+23.2% | $4.92B+21.6% | $4.69B+25.1% | $4.44B+16.9% | $4.2B+6.7% | |
| Investor Services | $19.63B+20.7% | $19B+22.1% | $18.22B+21.6% | $17.19B+16.9% | $16.27B+12.0% | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | ||||||
| Advisor Services | 237,300,000,000%+93,300,000,000pp | 213,800,000,000%+76,600,000,000pp | 191,200,000,000%+74,500,000,000pp | 165,600,000,000%+61,900,000,000pp | 144,000,000,000%+37,700,000,000pp | |
| Investor Services | 981,900,000,000%+291,000,000,000pp | 932,100,000,000%+300,100,000,000pp | 867,200,000,000%+325,800,000,000pp | 774,900,000,000%+266,400,000,000pp | 690,900,000,000%+190,600,000,000pp | |
| Noninterest Expense by Business | ||||||
| Advisor Services | $2.8B+1.5% | $2.78B+4.0% | $2.78B+7.7% | $2.79B+0.9% | $2.76B-4.0% | |
| Investor Services | $9.81B+4.9% | $9.68B+4.8% | $9.55B-0.2% | $9.44B-1.8% | $9.36B-1.7% | |
| Other by Business | ||||||
| Advisor Services | $158M-5.4% | $162M+4.5% | $157M-5.1% | $162M-11.0% | $167M-13.7% | |
| Investor Services | $788M-4.8% | $806M+3.1% | $817M+7.7% | $831M+16.5% | $828M+21.2% | |
| Occupancy and equipment by Business | ||||||
| Advisor Services | $244M+3.0% | $241M+1.7% | $240M-3.9% | $240M-9.6% | $237M-17.2% | |
| Investor Services | $884M+6.3% | $876M+6.4% | $860M+1.4% | $851M-2.7% | $832M-9.5% | |
| Professional services by Business | ||||||
| Advisor Services | $243M+7.0% | $244M+11.4% | $238M+12.0% | $234M+7.8% | $227M+2.0% | |
| Investor Services | $988M+15.7% | $953M+14.3% | $912M+12.9% | $879M+8.3% | $854M+5.2% | |
| Compensation and benefits by Business | ||||||
| Advisor Services | $1.49B+4.7% | $1.47B+5.7% | $1.46B+3.1% | $1.44B-0.2% | $1.43B-5.1% | |
| Investor Services | $5.14B+8.1% | $5.03B+7.9% | $4.94B+5.6% | $4.82B+2.6% | $4.75B-0.4% | |
| Regulatory fees and assessments by Business | ||||||
| Advisor Services | $47M-37.3% | $50M-42.5% | $60M-45.0% | $70M-46.6% | $75M-50.3% | |
| Investor Services | $226M-21.3% | $237M-23.8% | $254M-24.6% | $273M-24.9% | $287M-25.3% | |
| Advertising and market development by Business | ||||||
| Advisor Services | $130M-11.6% | $140M-0.7% | $147M+12.9% | $148M+30.4% | $147M+44.5% | |
| Investor Services | $295M+14.3% | $280M+9.4% | $259M-2.3% | $258M-7.9% | $258M-9.2% | |
| Communications by Business | ||||||
| Advisor Services | $191M+9.8% | $181M+2.8% | $177M-4.8% | $177M-6.3% | $174M-4.9% | |
| Investor Services | $439M+2.3% | $439M+5.8% | $432M+0.2% | $430M-1.9% | $429M-0.2% | |
| Acquired Intangible Amortization by Business | ||||||
| Advisor Services | $93M-4.1% | $94M+27.0% | $95M+33.3% | $97M+43.7% | $97M+49.8% | |
| Investor Services | $421M-0.2% | $418M-6.1% | $420M-6.9% | $421M-8.2% | $422M-9.4% | |
| D&A by Business | ||||||
| Advisor Services | $202M-3.8% | $206M+3.0% | $210M+7.8% | $215M+14.7% | $210M+11.6% | |
| Investor Services | $632M-9.1% | $644M-10.1% | $658M-5.8% | $672M-0.5% | $695M+8.1% | |
| Revenues from contracts with customers by Product | ||||||
| Bank deposit account fees | $1.03B+29.8% | $977M+34.0% | $980M+48.0% | $885M+23.8% | $791M+7.3% | |
| Commissions | $1.86B+15.3% | $1.8B+12.9% | $1.72B+9.3% | $1.66B+4.8% | $1.61B+1.1% | |
| Managed investing solutions | $2.55B+15.9% | $2.44B+14.6% | $2.33B+14.0% | $2.27B+15.8% | $2.2B+14.4% | |
| Mutual funds, ETFs, CTFs, and alternatives | $3.79B+13.5% | $3.68B+14.2% | $3.56B+16.6% | $3.44B+19.0% | $3.34B+22.1% | |
| Order flow revenue | $2.05B+30.5% | $1.93B+30.7% | $1.81B+32.5% | $1.68B+25.7% | $1.57B+16.8% | |
| Principal transactions | $200M+12.4% | $194M-1.0% | $196M-9.7% | $196M-8.4% | $178M-19.5% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Charles Schwab Corporation break its business down?
- Charles Schwab Corporation (SCHW) reports net interest revenue by business across 2 parts — Advisor Services and Investor Services. Each is extracted from the segment footnotes and tracked over time.
- Where does Charles Schwab Corporation's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Charles Schwab Corporation's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
